Global and China Smartphone Industry
Ind str
Report, 2009-2010
There are two ideas for the design of smartphone. The first one is
based on a single
g chip
p integrated
g
with Modem ((Baseband),
)
multimedia application and float-point unit. The second features
one RF transceiver, Modem chip integrating most functions of
analog baseband, and an application processor chip.
The first design is applied by Nokia, HTC, Sony Ericsson, LG and
RIM, the baseband IC is primarily provided by Qualcomm and
p
is developed
p
Marvell,, but the baseband IC of nokia's smartphone
by Nokia and Freescale/TI. The Snapdragon platform of
Qualcomm is the most popularized chip of such kind, including
QSD8250, DSD8650 and QSD8672 followed by MSM series like
MSM7201, MSM7227, MSM7600 and MSM7627. In reality,
MSM7600’s sample was launched early in 2002, and it still has
been widely applied until now. In addition, Marvel only has
PXA910/920/930, of which PXA910/920 is for TD-SCDMA
TD SCDMA while
PXA930 targets WCDMA.
The first design features short design cycle. There is little difference in core hardware of mobile phone, but other
aspects like software, screen and case vary a lot. It has the disadvantage of being highly homogenized and lacks of
unique features, as a result of reliance upon brand promotion to survive. The main chip should answer for
multimedia processing, data algorithm and data communication simultaneously, thus leading to the insufficient
performance.
Manufacturers like Apple, Motorola, Samsung, Microsoft and HP mainly adopt the second design. IPhone, launched
by Apple, has long applied Modem (Baseband) of Infineon plus application processor of Samsung, while the new
models of Motorola applied QSC6085 of Qualcomm plus OMAP3430 of Texas Instruments. As for Samsung, it has
its own application processor products, including S3C6410, S5PC110 and S5PV210 which are largely applied (little
modified) by Apple and rarely used by other manufacturers. In 2010, Samsung launched its new models, the
application processors of which are included in the abovementioned ones
ones.
QSC6085 launched by Qualcomm is widely used in CDMA EV-DO system, while MSM6246 or MSM6290 is usually
applied as a Modem in HSDPA. As for WCDMA, Qualcomm has not rolled out any independent Modem chip yet,
and mobile manufacturers have to employ QSF8250.
In addition, QSC6085 gets also applied by KIN TWO of Microsoft, and it is used with application processor by many
Chinese manufacturers like Coolpad,
Coolpad ZTE,
ZTE Huawei,
Huawei Hisense and K-Touch
K-Touch, so is the case with ET series of Lenovo.
Lenovo
Yet, Lephone of Lenovo applies QSD8250.
In terms of application processor, only OMAP3430 of Texas Instruments and Samsung’s products are alternative,
and Marvell’s gets rarely used. Moreover, the Tegra APX2600 of Nvidia, the emerging enterprise in the industry, is
employed in KIN TWO of Microsoft.
The highly-integrated
g y
g
design
g holds no advantage
g in cost. Although
g no application
pp
p
processor is needed,, both
transceiver and power management chips are required. In terms of size, they are very close to each other. And for
the performance, it is beyond doubt that discrete design is provided with powerful performance. Nevertheless. Yet,
Quacomm is also improving its permanence.
The largest beneficiary of smartphone is definitely Qualcomm. No matter which kind of design idea, Qualcomm is
the first choice. Except for Nokia, at least 60% smartphones apply Qualcomm’s chips. Moreover, 3G mobile
products of Nokia also depend
p
p
on the p
patent licensing
g of Q
Qualcomm.
Followed by Qualcomm, Infineon is the secondary beneficiary. All mobile products of Apple employ the baseband
of Infineon, which is also the only provider. Further, Infineon is the only professional vendor wholly of 3G
baseband with comprehensive strength, featuring proprietary technologies, which push Apple to make the only
choice, even for iPad and the fourth-generation iPhone.
In addition, mobile memory manufacturers are also beneficiaries. The memory capacity of smartphone far
exceeds that of ordinary phones, especially the usage of NAND. Toshiba and Samsung are the major suppliers of
NAND memory for mobile phones. What’s more, RAM characterizes huge using amount as well, and its major
providers include Samsung, Hynix and Elpida. Touch screen and display screen manufacturers also share a
slice of pie. Nearly all smartphones employ touch screens with big-sized and high-definition display screen
featuring high unit price and high gross margin. Manufacturers in this regard include Samsung, Wintek, AUO and
Chimei Innolux. Lastly, battery manufacturers benefit from this, but it is at a limited level.
By contrast, Media Tek and ST-ERICSSON are not beneficiaries. Media Tek encountered great difficulty in the
promotion of smartphone chips since it is bundled with Windows Mobile which is on the wane.
Not supporting 3G, Media Tek is not specialized in multimedia performance, 3D graphic generation and floating
point arithmetic capability in comparison with the mainstream smartphone. All those need to be accumulated in a
long period of time and with early making of layouts. At present, only Qualcomm and Marvell are capable of
producing smartphone CPU with single chip containing Modem.
Modem In particular,
particular Qualcomm entered the industry as
early as a decade ago.
In terms of technology, ST-ERICSSON is in the position to compete with Qualcomm. ST had poured much effort
and capital to develop Nomadik application processor, but all these efforts seem in vain and it is downright
abandoned. For ST-ERICSSON, U6715 is its leading chip for smartphone. U6715 employs the old-fashioned
ARM926 core of 468MHz, but its competitors are QSD8250 or MSM7201A, of which MSM7201A features dual
cores of ARM11 plus ARM9 in spite of 528MHz
528MHz.
Table of Contents
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1. Global Mobile Phone Market and Development
Trends
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1.1 Status Quo of Mobile Phone Market
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1.2 Smartphone Market
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1.3 Mobile Phone Market and Industryy of China
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1.4 Smartphone Market of China
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2. Design of Classic Smartphones
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2.1 Blackberry BOLD
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2.2 Blackberry STORM
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2.3 HTC TOUCH
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2.4 Sony Ericsson XPERIA X1
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2.5 T-MOBILE T1
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2.6MOTO KRAVE ZN4
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2.7 Nokia N95
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2.8 APPLE IPHONE 2G/3G
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2.9 Motorola Droid
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2.10 BlackBerry Tour 9630
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2.11 T-Mobile (Sharp) Sidekick LX
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2.12 Microsoft Kin
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2.13 Design Ideas of Smartphone
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2.14 Display Screen of Smartphone
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2.15 Memory of Smartphone
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2 16 C
2.16
Camera, WLAN and
d GPS off S
Smartphone
t h
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3. Key Software/Hardware of Smartphone
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3 1 De
3.1
Development
elopment of Smartphone Processor
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3.1.1 Cortex-A9
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3.1.2 Cortex A5
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3 1 3 Mali Graphic Processor (GPU)
3.1.3
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3.1.4 Imagination PowerVR
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3.2 Status Quo of Smartphone Processor
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3 3 Summary of Operating Systems
3.3
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3.4 Bada System of Samsung
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4 Smartphone Manufacturers
4.
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4.1 Nokia
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4.2 Motorola
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4.3 Samsung
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4.4 Sony Ericsson
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4.5 LG
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4.6 RIM
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4.7 Apple
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4.8 HTC
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5. Key Smartphone Software/Hardware Manufacturers
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5.1 Texas Instruments
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5.2 Marvell
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5.3 Samsung
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5.4 Qualcomm
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5.5 Nvidia
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5.6 Mobile Phone Web Browser
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5.7 Status Quo of Mobile Phone Web Browser Market
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5.8 Opera
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5.9 Skyfire
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5.10 Openwave
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5.11 Access
Selected Charts
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Distribution of Mobile Phone Pixel Worldwide, 2007-2013
Mobile Phone Shipment
p
with Autofocus Camera, 2007-2013
Mobile Phone Shipment Worldwide, 2007-2012
Mobile Phone Shipment Worldwide, 2007 Q1-2009 Q4
Mobile Phone Shipment Worldwide by Region, 2007 Q1-2009 Q4
Mobile Phone Shipment Worldwide by Technology
Technology, 2007 Q1-2009 Q4
CDMA/WCDMA Mobile Phone Shipment Worldwide by Region, 2006-2010
Market Share of Leading Mobile Phone Manufacturers Worldwide, 2009
Market Share of Leading Mobile Phone Manufacturers Worldwide, 2010 Q1
M k t Share
Market
Sh
off Smartphone
S
t h
M
Manufacutuers
f
t
W ld id 2008
Worldwide,
2008-2010
2010
Market Share of Leading Mobile Phone Manufacturers in China, 2008
Market Share of Leading Mobile Phone Manufacturers in China, 2009
Mobile Phone Output of China, 2004-2012E
Market Share of Leading Mobile Phone Manufacturers in China, 2008 vs.2009
IPHONE 3G PCB Plate
Block Diagram of Motorola Droid
Block Diagram
g
of BlackBerry
y Tour 9630
Block Diagram of T-Mobile (Sharp) Sidekick LX
Distribution of Mobile Phone Display Screen Market by Technology, 2007-2014
Distribution of Mobile Phone Display Screen Market by Size, 2007-2014
Distribution of Smartphone Display Screen Market by Size
Size, 2010
Distribution of Smartphone Display Screen Market by Resolution, 2010
Distribution of Smartphone Camera by Pixel, 2010
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Distribution of Smartphone by WLAN, 2010
Cores of Premium-grade
Premium grade Mobile Phone
ARM Core Roadmap
Cortex-A9 Core
STERICSSON U8500 System
Bl k Di
Block
Diagram off C
Cortex
t A5
ARM Mali Graphic Framework
Classical Mobile Phones Employing Power VR
Distribution of Mobile Phone Manufacturers with Shipment of Operating Systems
Average Sales Price and Operating Profit Margin of Nokia Mobile Phone, 2008Q12010Q1
Shipment and Average Price of Nokia Mobile Phone, 2008Q1-2010Q1
Shipment of Nokia Mobile Phone by Region, 2008Q1-2010Q1
Sales Value of Nokia Mobile Phone by Region, 2009Q1 vs. 2010 Q1
Shipment of Nokia Mobile Phone in Greater China, 2007Q1-2010Q1
Income of Motorola Mobile Phone by Region, 2009 Q1,Q4/2010 Q1
Shipment
p
and Annual Growth of Samsung
g Mobile Phone,, 2001-2009
Shipment of Samsung Mobile Phone by Quarter, 2008Q1-2010Q1
Average Export Price and Operating Profit Margin of Samsung Mobile Phone,
2007Q1-2010Q1
Shipment
p
and Average
g Sales Price of Sony
y Ericsson Mobile Phone, 2008Q1-2010Q1
Income and Operating Profit Margin of Sony Ericsson Mobile Phone, 2008Q12010Q1
Shipment and Annual Growth of LG Mobile Phone, 2001-2009
Sales and Operating
g Profit Margin
g of LG Mobile Phone by
y Quarter, 2008Q1-2010Q1
Income Structure of LG Mobile Phone Business by Region, 2007Q1-2009Q3
International Subscribers of Blackberry and RIM Income by Region
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Sales Volume of Blackberry Mobile Phone, FY2004-FY2010
Distribution of RIM Sales Volume by Model
Model, Oct
Oct.2009
2009
Income and Gross Profit Margin of HTC, 2003-2010
Shipment and Average Price of HTC, 2004-2010
Income of Texas Instruments by Sector, 2007-2009
O
Operating
ti Profit
P fit off Texas
T
I t
Intrusments
t by
b S
Sector,
t 2007-2009
2007 2009
OMAP Roadmap of Texas Intrusments
Profile of OMAP 4 Series
Block Diagram of OMAP44X
Typical Application of OMAP44X
Software Framework of OMAP44X
Block Diagram of TWL6030 Power Management, TWL6040 AF Backend Processing
Equipped with OMAP44X
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Income and Operating Profit Margin of Marvell, FY2004-FY2010
Block Diagram of PXA910/920
Application Processor Technology of Samsung
Application
pp
Processor Roadmap
p of Samsung
g
Block Diagram of S5PC100
Block Diagram of S3C6410
Block Diagram of S5P6640
New Customers of Qualcomm with Authorized Patent by Region
Region, Jan
Jan.-Sep.2009
-Sep 2009
Block Diagram of QSD8250
Features of MSM6280, MSM7200 and MSM7200A
Internal Strucuture of MSM7200A
I
Income
and
d Operating
O
ti Profit
P fit Margin
M i off Nvidia,
N idi FY2005-FY2010
FY2005 FY2010
Income of Nvidia by Region, FY2008-FY2010
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Income of Nvidia by Division, FY2008-FY2010
Income and Operating Profit Margin of Nvidia
Nvidia's
s Consumer Eletronics Division,
Division
FY2007-FY2010
GPU Block Diagram of Mvidia Mobile Phone
Block Diagram of TEGRA
Market Share of Smartphone Web Browser Worldwide
Worldwide, May 2010
Income and EBITDA of Opera, 2004-2009
EBITDA of Opera, 2007 Q1-2010 Q1
Opera's Income by Application, 2007Q1-2010 Q1
Cli t Distribution
Client
Di t ib ti off Opera
O
by
b Type,
T
2009 Q4-2010
Q4 2010 Q1
Income and Gross Profit Margin of Openwave, 2007Q1-2010Q1
Income Structure of Openwave, 2007Q1-2010Q1
Income Structure of Openware by Region, 2007Q1-2010Q1
Shipment of Mobile Phone with Sony Ericesson's Browser, 2001-2009
Employee Distribution of Access by Region, 2008Q3-2010Q1
Income and Gross Profit Margin of Access, 2008Q3-2009Q4
Income and Gross Profit Structure of Access,, 2007Q2-2008Q3
Income of Access by Product, FY2008 vs. FY2009 Q4
Order Intake of Access, 2008 vs. 2009
Japan's Latest Mobile Phone Employing Access' Browser
Household Appliances Employing Access
Access' Browser
Blackberry BOLD Components and Suppliers
Blackberry STORM Components and Suppliers
HTC Touch Components and Suppliers (CDMA)
S
Sony
Ericsson
Ei
XPERIAX1 C
Components
t and
dS
Suppliers
li
T-MOBILE T1 Components and Suppliers
MOTO KRAVE ZN4 Components and Suppliers
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N95 Components and Suppliers
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APPLE IPHONE 16GB（2G）Components and Suppliers
Motorola Droid Components and Suppliers
BlackBerry Tour 9630 Components and Suppliers
T-Mobile (Sharp) Sidekick LX Components and Suppliers
Mi
Microsoft
ft Ki
Kin C
Components
t and
dS
Suppliers
li
Memory Configuration of 11 HTC Mobile Phone Models
Performance of Cortex A5
CPU Parameters of Common Smartphone
Real Shipment of Smartphone Operating Systems, 2008-2010
Component Configuration of 3 Models of Motorala Mobile Phone
Platforms of Sony Ericsson Mobile Phone
Mobile Phones Employing
p y g OMAP3430
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Marvell ARMAD Series Products
Samsung Mobile Application Processors
Mobile Phones Employing S5PC100 and S3C6410
Seven Branch Companies of Qualcomm
Financial Situation of Major Subsidaries of Qualcomm, 2008 vs. 2009
Shipment and Market Share of Qualcomm's Chip, 2002-2007
Mobile Phones Employing Nvidia's GPU
F t
Features
off Nvidia
N idi GPU ffor M
Mobile
bil Ph
Phone
Financial Statement of Access' Branch Company, 2009
Mobile Phones Employing Access' Brower (Excluding Japanese Mobile Phone)
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Publication date: June 2010
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